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iShares Gold Trust
IAU

Overview Fund Activity

875 hedge funds and large institutions have $16B invested in iShares Gold Trust in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 316 increasing their positions, 278 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.37%
Holding in Top 10
102
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.03%
% of All Funds
1.79%
New
98
Increased
316
Reduced
278
Closed
81
Calls
$27.5M
Puts
$9.34M
Net Calls
+$18.2M
Net Calls Change
-$6.85M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
2
Charles Schwab
Charles Schwab
California
$199M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.27B
4
AllianceBernstein
AllianceBernstein
Tennessee
$87M
5
Temasek Holdings
Temasek Holdings
Singapore
$237M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$11.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$315K
4
APF
Alaska Permanent Fund
Alaska
$0
5
HNB
Huntington National Bank
Ohio
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
776
Global Financial Private Client
Florida
$59.3K -$7.33K -219 -11%
EI
777
Ellevest Inc
New York
$58K -$8.54K -255 -13%
EBA
778
Eagle Bay Advisors
New York
$57K +$3.11K +104 +6%
JEST
779
JTC Employer Solutions Trustee
Jersey
$57K +$57K +1,698 New
ME
780
McIlrath & Eck
Washington
$54K – – –
BU
781
BBVA USA
Alabama
$53K +$53K +1,585 New
PO
782
Private Ocean
California
$51K – – –
AWM
783
Atticus Wealth Management
Florida
$50K -$16.7K -500 -25%
PCG
784
Private Capital Group
Connecticut
$50K +$34 +1 +0.1%
AWM
785
Accel Wealth Management
Iowa
$49K – – –
DOA
786
D'Orazio & Associates
Virginia
$48K – – –
CHA
787
Carmichael Hill & Associates
Maryland
$46K – – –
RE
788
RBC Europe
United Kingdom
$45.4K -$45.8K -1,371 -50%
CFFP
789
Center for Financial Planning
Michigan
$43K – – –
TH
790
TCTC Holdings
Texas
$43K +$43K +1,300 New
MWM
791
Mascoma Wealth Management
New Hampshire
$42K +$42K +1,250 New
OC
792
Oakworth Capital
Alabama
$41K – – –
BA
793
Bellwether Advisors
Nebraska
$40K – – –
RG
794
Retirement Group
California
$37K – – –
FMP
795
Financial Management Professionals
Texas
$37K +$3.34K +100 +10%
BFC
796
Bedel Financial Consulting
Indiana
$36K -$806 -24 -2%
PP
797
Pacifica Partners
Canada
$36K +$36K +1,090 New
AWM
798
AllSquare Wealth Management
New York
$35K – – –
NFSG
799
Newbridge Financial Services Group
Florida
$34K +$5.25K +158 +18%
MA
800
Montag & Associates
Georgia
$33K – – –
30 31
32
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